Retirement Planning

Disciplined retirement planning builds a clear path to your financial security. We help you establish realistic outlines and investment recommendations for managing your financial priorities both now, and in the future. From IRA's to complex trusts, we can identify the suitable level of investment risk for the return you require.

  • If you are still working, we can secure programs to increase your income when you do retire.
  • If you are just about to retire, we can recommend investment solutions designed to help you expand your income throughout retirement.
  • If you have already retired, we can help secure the value of your assets, for you and for your family's future.


Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (252) 439-1344
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

SEC Registered Investment Advisor.
Copyright © 2018 Carolina Wealth Management, Inc. | Admin Login | Powered by AdvisorFlex